SWA
SOA Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$1.85K | – | 858 |
|
|
2024
Q2 | $1.85K | Buy |
+50
| New | +$1.85K | ﹤0.01% | 681 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$304 | – | 937 |
|
|
2023
Q3 | $304 | Sell |
10
-30
| -75% | -$912 | ﹤0.01% | 851 |
|
|
2023
Q2 | $1.26K | Buy |
+40
| New | +$1.26K | ﹤0.01% | 766 |
|
|
2022
Q2 | – | Sell |
-893
| Closed | -$25K | – | 973 |
|
|
2022
Q1 | $25K | Hold |
893
| – | – | 0.01% | 423 |
|
|
2021
Q4 | $25K | Hold |
893
| – | – | 0.01% | 408 |
|
|
2021
Q3 | $22K | Hold |
893
| – | – | 0.01% | 443 |
|
|
2021
Q2 | $22K | Hold |
893
| – | – | 0.01% | 447 |
|
|
2021
Q1 | $22K | Hold |
893
| – | – | 0.01% | 391 |
|
|
2020
Q4 | $19K | Buy |
+893
| New | +$19K | 0.01% | 417 |
|